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This award winning best personal finance podcast presents various topics around money and careers in a fun and lighthearted setting. The host, Shannon McLay, is a successful entrepreneur, author, and personal finance expert with a passion for helping people get financially fit. In each episode, Shannon will share a martini (or something similar) with friends and experts while discussing money and career topics.
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Growing Your Financial Business...The Woman's Way
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Growing Your Financial Business...The Woman's Way
Robyn Crane
The Growing Your Financial Business...The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insuran ...
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Growing Your Financial Business...The Woman's Way
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EP 068 Serve the Client You Want with Shannon McLay
32:31
32:31
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Shannon McLay was a top advisor at Merrill Lynch when she realized that working exclusively with the rich just wasn’t for her. She left Merrill to found her own financial advising business, The Financial Gym. Now a eight-figure company, The Financial Gym is committed to making financial advising accessible to everyone, no matter how much they have …
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Martinis and Your Money Podcast
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Stacked, Your Super Serious Guide to Money Management with Joe Saul-Sehy & Emily Guy Birken
56:14
56:14
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56:14
Last month was Financial Literacy Month and believe it or not, we’re fast approaching summertime, so I have books and learning on the brain this month. I decided to dedicate the month of May to various personal finance or self-help books that I thought would make great books to add to your current or summer reading lists. Today I’m talking to the c…
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Growing Your Financial Business...The Woman's Way
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EP 071 How to Get Quality Prospects the RIGHT way
30:09
30:09
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30:09
When I started out as a financial advisor, I worked hard to get leads. But the industry strategies I learned were awkward and ineffective. I don’t want you to deal with the same struggles that I did. That’s why I’m taking this episode to give you ideas about new ways to get leads that are free, painless, and will give you the business prospects you…
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Martinis and Your Money Podcast
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WE'RE SPEAKING: The Life Lessons of Kamala Harris: How to Use Your Voice, Be Assertive and Own Your Story by Hitha Palepu
50:35
50:35
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50:35
Last month was financial literacy month and believe it or not, we’re fast approaching summertime, so I have books and learning on the brain. I decided to dedicate the month of May to various personal finance or self-help books that I thought would make great books to add to your current or summer reading lists. Today, I’m speaking with my friend, e…
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Growing Your Financial Business...The Woman's Way
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EP 070 Put Your Brand Out There with Mandi Woodruff-Santos
28:30
28:30
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28:30
Mandi Woodruff-Santos is an inclusive wealth-building advocate, career coach, and the co-host of popular podcast, Brown Ambition. She contributes finance and career advice to The New York Times, Yahoo News, CNBC, CNN, Business Insider, Essence, Teen Vogue, US News and World Report, and more. Her work covers the intersections of race, career, and we…
Last month was financial literacy month and believe it or not, we’re fast approaching summertime, so I have books and learning on the brain this month. I decided to dedicate the month of May to various personal finance or self-help books that I thought would make great books to add to your current or summer reading lists. Kicking off the month is m…
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Growing Your Financial Business...The Woman's Way
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EP 069 Women are Counting on YOU to Step Up
29:52
29:52
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29:52
I want more women to be financial advisors. Not just for the women in the industry, but for the women seeking help with their finances. That’s why I’m taking this week to reflect on the importance of working with the people who really need you. When you’re thinking about who to conduct your business with, I hope you prioritize women. I’ll tell you …
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Martinis and Your Money Podcast
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Cryptocurrency with the Happy Hour Ladies
51:20
51:20
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51:20
Hello Martinis and Your Money Listeners! Today is the last Friday of the month and my regular listeners know that on the last Friday of the month, I host the happy hour on the podcast where I gather great friends with me to drink cheap drinks and talk about money topics. Today is the last Friday of April and April is Financial Literacy Month or wha…
By Shannon McLay Lelie Tayne
When I talk to female financial advisors, I often hear that they want to hit $10 million AUM. For many in the industry, this feels like the first major milestone. So if you’re trying to get to your first $10 million AUM, or want to add another $10 million to your management, I want to help get you there. Tune in this week to learn some helpful tips…
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Martinis and Your Money Podcast
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Investing for Retirement with Gaurav Sharma
51:45
51:45
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Hello Martinis and Your Money Listeners! Today is the third Friday in April and in case you didn’t know, April is Financial Literacy Month or what we like to call our favorite time of year at The Financial Gym. An entire month that’s focused on the importance of financial literacy. I always say that financial literacy is just as important as regula…
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Growing Your Financial Business...The Woman's Way
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EP 066 How to Get COIs to Refer like Crazy with Michelle Donovan
29:11
29:11
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29:11
Michelle R. Donovan is the owner of Productivity Uncorked, a coaching service dedicated to helping financial professionals get referrals and maximize their productivity. She and her team have found unique methods to ensure that their clients create relationships with centers of influence that offer them opportunities to both receive and share new b…
Hello Martinis and Your Money Listeners! Today is the second Friday in April and in case you didn’t know, April is Financial Literacy Month or what we like to call our favorite time of year at The Financial Gym. An entire month that’s focused on the importance of financial literacy. I always say that financial literacy is just as important as regul…
This week on Growing Your Financial Business…The Woman’s Way, I’m getting deep into the details. I’m going to teach you about a tried and true method for figuring out the gaps in your potential client’s life: the commitment confidence test. That way, you can learn within that first conversation how to help them get from where they are right now, to…
Today is the first Friday in April and in case you didn’t know, April is Financial Literacy Month or what we like to call our favorite time of year at The Financial Gym. An entire month that’s focused on the importance of financial literacy. I always say that financial literacy is just as important as regular literacy and while there are so many re…
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Growing Your Financial Business...The Woman's Way
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EP 063 Get a “Boatload” of Referrals — Without Feeling Awkward with Chad Durfee
34:57
34:57
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Chad Durfee is the creator of Referral Accelerator Mastery Program (R.A.M.P), a coaching service that helps high-ticket sales professionals maximize their ability to get referred to new business. His background is in behavioral and social psychology, which gives Chad a unique approach to referrals that leans into human nature and impulses, instead …
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Martinis and Your Money Podcast
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2 Years of Pandemic Living with The Happy Hour Ladies
53:34
53:34
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53:34
Today is the last Friday of the month and my regular listeners know that on the last Friday of the month, I host Happy Hour on the podcast where I gather great friends with me to drink cheap drinks and talk about money topics. March represents the two-year anniversary of the global lockdown that officially began the global pandemic due to Covid-19.…
In honor of Women’s History Month, I’m calling on YOU to stand up for yourself. It’s no secret that financial advising is an industry dominated by men. I want to change that, but I need the help of other like-minded women to do so. I took this episode to give you some ideas of ways to make your voice heard in the financial industry, so you too can …
At The Financial Gym, we call the first meeting you have with a trainer, the “Financially Naked Session.” In this meeting, you share everything about yourself financially so that the trainer knows where you’re starting so that he or she can make the plan for how you can get where you want to go. Above all other meetings, this one scares clients the…
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Growing Your Financial Business...The Woman's Way
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EP 062 How to Get Higher Caliber Clients with Lisa Kerwin
27:42
27:42
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27:42
Lisa Kerwin, CRPC, is a financial adviser who helps mid-career women transition to a work-optional lifestyle. As my friend and a participant in my FEMM mentorship program, Lisa has exponentially grown her business, while working with fewer clients of a higher caliber. She’s passionate about making sure that the women who partner with her have finan…
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Martinis and Your Money Podcast
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Kids, Family, and Finances with Randi & Sara W
56:52
56:52
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56:52
I feel like I’m experiencing a baby boom of sorts between family members and Financial Gym clients! I felt like it made sense to talk about kids and money again on the show, especially from a financial trainer’s perspective. You’ve heard me say where money and emotions mix, it becomes challenging to make the best financial choices. Speaking from ex…
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Growing Your Financial Business...The Woman's Way
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EP 061 Is Your Business in Crisis, Like Mine?
28:46
28:46
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2021 was my best revenue year to-date, and yet my business is still in crisis. I know that might sound shocking, but revenue is not the only sign of a thriving, sustainable business. This week, I reflected on the current issues I’m facing in my business-model, and how you can learn from my changes and improvements to make sure that your business is…
At the Financial Gym, we call the first meeting you have with a Trainer the ‘Financially Naked Session’ In this meeting, you share everything about yourself financially so that the Trainer knows where you’re starting so that they can make the plan for how you can get where you want to go. Above all other meetings, this one scares clients the most b…
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Growing Your Financial Business...The Woman's Way
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EP 060 Gaining Cultural Competence with Jannese Torres-Rodriguez
24:10
24:10
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Jannese Torres-Rodriguez has found her mission in creating financial literacy for the Latinx community. When Jannese left her high-paying 9-to-5 job, she knew she wanted a life for herself that revolved around freedom. So she learned how to blog, to create successful side-hustles (that would soon become her main hustle), and did everything she coul…
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Martinis and Your Money Podcast
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Would You Rather: Finance Edition with The Happy Hour Ladies
57:58
57:58
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57:58
Today is the last Friday of the month and my regular listeners know that on the last Friday of the month, I host Happy Hour on the podcast where I gather great friends with me to drink cheap drinks and talk about money topics. Today we’re playing a game of “Would you rather?” where I ask the ladies about some really tough financial decisions and he…
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Growing Your Financial Business...The Woman's Way
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EP 059 The #1 Thing You Need to Know to Exceed Your Revenue Goals this Year
19:27
19:27
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I came back with another solo episode this week to give you some more concrete tips on how to up your revenue. I’ll tell you about the most important thing to focus on for beating your revenue goals, and some really easy-to-follow, specific ways for you to follow through effectively. I’m giving out some real tricks of the trade this week, so I can …
Shannon has done over 400 shows now and many listeners frequently ask about update episodes with past guests. You want to know how they’re doing and what they’ve been up to since they last spoke, so for the month of February, Shannon’s doing just that. She’s checking in with a number of past guests and you are not going to believe what they’ve been…
When I found myself distracted in the middle of a tennis game last week, it got me thinking about something seemingly (but not actually) unrelated: increasing revenue for your business. In this episode, I’ll serve up some of my thoughts about how to increase your returns without totally shifting your direction. Don’t worry though: you don’t need to…
Shannon has done over 400 shows now and many listeners frequently ask about update episodes with past guests. You want to know how they’re doing and what they’ve been up to since they last spoke, so for the month of February, Shannon’s doing just that. She’s checking in with a number of past guests and you are not going to believe what they’ve been…
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Growing Your Financial Business...The Woman's Way
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EP 057 Branding for the Business You Want with Paulette Perhach
25:10
25:10
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25:10
Paulette Perhach started out as a journalist with no clue about the financial industry. But after the success of her article on women’s finances in Billard, “The Story of a Fuck Off Fund,” she has become an expert in financial writing. She writes for The Stacking Benjamins financial podcast, and is a contributor to New York Times, Vox, Elle, Slate,…
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Martinis and Your Money Podcast
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Made by Malyia Update with Malyia McNaughton
47:53
47:53
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47:53
Shannon has done over 400 shows now and many listeners frequently ask about update episodes with past guests. You want to know how they’re doing and what they’ve been up to since they last spoke, so for the month of February, Shannon’s doing just that. She’s checking in with a number of past guests and you are not going to believe what they’ve been…
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Growing Your Financial Business...The Woman's Way
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EP 056 Navigating Your Career, Caring for Your Family with Lisen Stromberg
35:10
35:10
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35:10
Lisen Stromberg is a thought-leader on workplace culture, the future of work, and how companies can create healthy environments for their employees to thrive. She is the CEO of Prismwork, a workplace culture and leadership consultancy committed to creating a business environment where employees don’t have to choose between their families and their …
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Martinis and Your Money Podcast
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Goal Resetting with The Happy Hour Ladies
51:35
51:35
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Today is the last Friday of the month and my regular listeners know that on the last Friday of the month, I host the happy hour on the podcast where I gather great friends with me to drink cheap drinks and talk about money topics. This is our first happy hour of the new year and I wanted to talk to my friends about goal setting, but why this year m…
